EFTA01069643Set 9
4p2,913w
Source: Bloomberg, Markk, J.P. Morgan Securities LLC, JPMAM. Source:OECD.
The second chart deals with the latest trial balloon, drafted by a group of German Wise Meng: the "European Redemption ... Source: BLS.ISM,Conference Board, JPMAM.
Source: BLS. ISM. Conference Board. JPMAM.
China
When I started at J.P. Morgan in 1987, China's share of global GDP was considerably less than
https://www.justice.gov/epstein/files/DataSet%209/EFTA01069643.pdf
EFTA01071146Set 9
2012-10-155p3,341w
Source: J.P. Morgan Securities Loan Performance, MBA. Data as of O2 2012 Source: JPMAM, Census Bureau.
Where buying is cheaper than renting Demand for residential mortgages is improving
Percent ... cars (which in 2012 was not very good).
Source:US Energy Information Ad ministration, JPMAM.
3
EFTA01071148
Eye on the Market I October 15, 2012 J.P.Morgan
Topics of the week
https://www.justice.gov/epstein/files/DataSet%209/EFTA01071146.pdf
EFTA00596722Set 9
2012-08-133p2,230w
cell Morgan Asset Management, Markt Morgan Securities LLC. Source: BLS, Philadelphia Federal Reserve, Bloomberg, JPMAM.
Another way to think about this: there's so much pessimism around, that a positive ... Source:Bloomberg, OECD, Haver, Morgan Securities. LLC, JPMAM.
Equity return: 12/31 to 08101; GDP:1 annualized. Source: Standard .4 Poor's, BEA,. Morgan Asset Management.
ECRI: Economic Cycle Research Institute
https://www.justice.gov/epstein/files/DataSet%209/EFTA00596722.pdf
EFTA01180283Set 9
2012-08-133p2,256w
Morgan Asset Management, Maddt,J.P. Morgan Securities LW. Source: BLS, Philadelphia Federal Reserve. Bloomberg, JPMAM.
Another way to think about this: there's so much pessimism around, that a positive ... Source: Bloomberg, OECD, Haver, J.P. Morgan Securities. LLC, JPMAM.
Equity return: 12131 to 08/01; GDP: 1H annualized. Source: Standard 8 Poor's, BEA, J.P. Morgan Asset Management.
ECRI: Economic Cycle
https://www.justice.gov/epstein/files/DataSet%209/EFTA01180283.pdf
EFTA01146482Set 9
2012-09-185p4,199w
portfolio '45 '50 '55 SO '65 '70 75 '80 '85 '90 '95
Source:Bl000mberg, JPMAM. Start of investment period
The 3id chart shows the ratio of the agnostic portfolio ... China National Bureau of Statistics. JPMAM, People's Bank of China.
Source: MSCI. Morgan Stanley. Infrastructure is delned as power. gas, water. and transportation.
2
EFTA01146483
Eye on the Market
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146482.pdf
EFTA01187919Set 9
2010-11-045p4,332w
Source: BLS, JPMAM. Source: Bureau of Labor Statistics.
Zeppo: "Even so, there is some controversy about the long-term impact of central banks influencing markets. I remember
an article that ... Taxation,
high by any historical standard. Is financing the deficit a Congressional Research Service, JPMAM.
third mandate for the Fed now, and why it is forcing down interest rates?"
Chairman
https://www.justice.gov/epstein/files/DataSet%209/EFTA01187919.pdf
EFTA01181824Set 9
2012-10-156p3,236w
Source:g Morgan Securities Lo an Performcnce MBA. Data as of O2 2012 Source: JPMAM. Census Bureau.
Where buying is cheaper than renting Demand for residential mortgages is Improving
Percent ... Canada
0
2012 2025 Current US
Projection imports
Source: US Energy Information Administration, JPMAM.
The European Union, the latest winner of the Nobel Peace Prize
Normally, peace prizes lay outside
https://www.justice.gov/epstein/files/DataSet%209/EFTA01181824.pdf
EFTA01177405Set 9
2012-06-045p2,930w
Sane: BLS, ISM. Conference Board. JFIAAM. Soiree: BLS, ISM, Conference Board, JPMAM.
On the payroll report, recently improving labor surveys from the Conference Board, the Institute for Supply Management
https://www.justice.gov/epstein/files/DataSet%209/EFTA01177405.pdf
EFTA01146476Set 9
2012-09-186p4,084w
Source: China National BureauotStatistics, JPMAM,People'sBank of China.
Source: MSCI.Morgan Stanley. infrastructure is deinedaspost,gas, water, and transponattn.
Appendix:
S1 t sgxer y2
Amidst the debates on what
https://www.justice.gov/epstein/files/DataSet%209/EFTA01146476.pdf